See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,365 | $31,310-73.3% | $53,898-84.5% | $74,304-88.7% |
| Participation rate | 92.2% | 30.7%+61.5pp | 55.0%+37.2pp | 60.3%+31.8pp |
| Annual return | 10.07% | 23.16%-13.1pp | 528.60%-518.5pp | 29.43%-19.4pp |
| Employer contribution / active EE | $854 | $450+89.8% | $932-8.4% | $2,241-61.9% |
| Participant deferral / active EE | $1,763 | $934+88.7% | $1,826-3.5% | $3,767-53.2% |
| Admin fee / account holder | $3,205 | $2,175+47.3% | $2,491+28.7% | $2,969+7.9% |